Hi, I'm Hoa.
I'm passionate about working with my clients to help them achieve their financial goals. My role is to ensure my clients understand their chosen strategies and the discipline required to get there. I have worked in boutique financial advisory firms since completing my Bachelor of Commerce (Economics) degree at the University of Wollongong in 2003 and advising clients since 2013.
Please feel free to contact me if you have any questions.
Hoa is very confident and knows what the right questions to encourage good dialogue. Both Therese and I are very impressed by her knowledge and the interest in our well being and I look forward to a fruitful relationship with her and CreationWealth. We seem to have similar thinking when it comes to protecting our interests for a comfortable lifestyle in retirement. Thank you Hoa for making us welcome and look forward to our next discussion.
Hoa was instrumental in helping me in dealing with a large capital gains tax bill. Her advice saved me a great deal of money. She has also helped me with the learning curve of superannuation and investment, how to invest safely and how to manage my money for my needs. I would highly recommend Hoa to others!
Hoa provides sound advice and is very understanding of my position and delightful to work with
A lot of time was invested in us making sure that we fully understand what it will take to reach our goal of a nice income in retirement
Hoa is very helpful and explains things in a non complex way. Also, quick in response with an answer, when I asked a question.
- Adviser status Gold
- Number of reviews 13
- First year providing advice 2013
- Years of experience 10
- Bachelor of Commerce (Economics)
CreationWealthLevel 12, Chartered Accountants House, 37 York St
Sydney, NSW 2000
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Advocate Advisory Pty. Ltd.